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IAG Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

IAG Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$792K Buy
1,373
+111
+9% +$67.4K 0.09% 75
2025
Q4 		$775K Buy
1,262
+32
+3% +$19.6K 0.09% 79
2025
Q3 		$738K Sell
1,230
-57
-4% -$32.6K 0.09% 77
2025
Q2 		$710K Buy
1,287
+4
+0.3% +$1.99K 0.09% 75
2025
Q1 		$602K Sell
1,283
-167
-12% -$84.8K 0.09% 71
2024
Q4 		$741K Sell
1,450
-67
-4% -$33.9K 0.13% 61
2024
Q3 		$740K Buy
1,517
+30
+2% +$14.2K 0.14% 59
2024
Q2 		$712K Buy
1,487
+471
+46% +$212K 0.14% 56
2024
Q1 		$451K Buy
1,016
+253
+33% +$108K 0.1% 63
2023
Q4 		$312K Sell
763
-6
-0.8% -$2.28K 0.07% 69
2023
Q3 		$276K Buy
769
+101
+15% +$37.5K 0.08% 70
2023
Q2 		$247K Buy
668
+144
+27% +$48.5K 0.07% 75
2023
Q1 		$168K Buy
524
+30
+6% +$8.85K 0.05% 85
2022
Q4 		$132K Buy
494
+104
+27% +$28.8K 0.04% 86
2022
Q3 		$104K Buy
390
+40
+11% +$12.1K 0.03% 88
2022
Q2 		$98K Sell
350
-40
-10% -$12.4K 0.03% 91
2022
Q1 		$141K Buy
390
+120
+44% +$42.6K 0.04% 78
2021
Q4 		$107K Sell
270
-13
-5% -$5.02K 0.03% 84
2021
Q3 		$102K Buy
283
+113
+66% +$41.6K 0.04% 79
2021
Q2 		$61K Hold
170
– – 0.02% 106
2021
Q1 		$55K Hold
170
– – 0.02% 104
2020
Q4 		$54K Sell
170
-88
-34% -$25.8K 0.02% 106
2020
Q3 		$72K Hold
258
– – 0.03% 84
2020
Q2 		$64K Buy
258
+88
+52% +$19.7K 0.03% 91
2020
Q1 		$33K Buy
170
+20
+13% +$4.23K 0.02% 118
2019
Q4 		$32K Buy
+150
New +$30K 0.02% 140

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IAG Wealth Partners's QQQ Position: Q1 2026 in Review

IAG Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 8.8% in Q1 2026, buying an estimated $67.4K and bringing the position to 1,373 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #75.

IAG Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 26 quarters since. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • IAG Wealth Partners held 1,373 shares of Invesco QQQ Trust worth $792K as of Q1 2026.
  • IAG Wealth Partners bought 111 Invesco QQQ Trust shares in Q1 2026, an estimated $67.4K.
  • Invesco QQQ Trust made up 0.09% of IAG Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • IAG Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.